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日期發布者立場提及日收市價最新收市價模擬報酬來源

"I think SMCI is undervalued, especially if Dell gets the multiple that Dell trades at, and it doesn't look like the server rack business is slowing down anytime soon. But the pro…

增持 · Overweight32.6935.09+7.34%Video

"Bought this at 34.27 last week... in a sell-off where everything's getting crushed, this is not a name that makes sense at this multiple if Dell and HP trade at the multiple they…

持有 · Hold35.5735.09-1.35%Video

"SMCI had good preliminary guidance. They beat by like four billion of revenue. That's why that stock's up 14%." Speaker pushes back on doubts: "I think this time is different...…

增持 · Overweight32.4735.09+8.07%Video

"$1,000 into SMCI... at 34.27" — citing the view that "SMCI is oversold at 34 when this thing deserves to be 50."

看好 · Buy35.0935.090.00%Video